Civic Intelligence

Planned Lifetime Assistance Network of Massachusetts and Rhode Islandinc

990 • Fiscal year 2021 • EIN 23-7159632

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 15, 2022

Organization ProfileWWW.PLANOFMA-RI.ORG
50 Cabot Street Suite 206Needham, MA 02494

(617) 244-5552

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.46x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

4.62x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

73rd percentile

28%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$187,226

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

26th percentile

2.0%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-25%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$40,914,398

Up $805,401 (+2.0%) from 2020

Net Assets

Up

$22,036,285

Up $3,814,556 (+21%) from 2020

Liabilities

Down

$18,878,113

Down $3,009,155 (-14%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin73rd percentile

Revenue

Down

$4,083,286

Down $1,385,228 (-25%) from 2020

Expenses

Up

$2,953,995

Up $409,622 (+16%) from 2020

Net Income

Down

$1,129,291

Down $1,794,850 (-61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $2,413,650Liabilities 2010: $1,019,127Net Assets 2010: $1,394,5232010Assets 2012: $3,947,144Liabilities 2012: $928,495Net Assets 2012: $3,018,6492012Assets 2013: $6,416,822Liabilities 2013: $2,214,421Net Assets 2013: $4,202,4012013Assets 2014: $11,317,149Liabilities 2014: $5,634,118Net Assets 2014: $5,683,0312014Assets 2015: $16,790,686Liabilities 2015: $9,777,542Net Assets 2015: $7,013,1442015Assets 2017: $25,382,259Liabilities 2017: $14,733,090Net Assets 2017: $10,649,1692017Assets 2018: $35,118,458Liabilities 2018: $22,065,141Net Assets 2018: $13,053,3172018Assets 2019: $30,660,167Liabilities 2019: $15,374,029Net Assets 2019: $15,286,1382019Assets 2020: $40,108,997Liabilities 2020: $21,887,268Net Assets 2020: $18,221,7292020Assets 2021: $40,914,398Liabilities 2021: $18,878,113Net Assets 2021: $22,036,2852021Assets 2022: $35,106,173Liabilities 2022: $15,277,358Net Assets 2022: $19,828,8152022Assets 2023: $36,207,374Liabilities 2023: $14,860,397Net Assets 2023: $21,346,9772023Assets 2024: $41,204,765Liabilities 2024: $16,741,461Net Assets 2024: $24,463,3042024

Highlighted filing

2021

Assets$40,914,398
Liabilities$18,878,113
Net Assets$22,036,285
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $522,2492010Expenses 2012: $856,8632012Expenses 2013: $857,9752013Revenue 2014: $2,380,412Expenses 2014: $1,181,054Net Income 2014: $1,199,3582014Revenue 2015: $2,913,932Expenses 2015: $1,432,838Net Income 2015: $1,481,0942015Revenue 2017: $3,801,003Expenses 2017: $2,078,794Net Income 2017: $1,722,2092017Revenue 2018: $4,424,393Expenses 2018: $2,219,876Net Income 2018: $2,204,5172018Revenue 2019: $4,476,062Expenses 2019: $2,285,395Net Income 2019: $2,190,6672019Revenue 2020: $5,468,514Expenses 2020: $2,544,373Net Income 2020: $2,924,1412020Revenue 2021: $4,083,286Expenses 2021: $2,953,995Net Income 2021: $1,129,2912021Revenue 2022: $4,823,642Expenses 2022: $3,644,463Net Income 2022: $1,179,1792022Revenue 2023: $4,418,869Expenses 2023: $4,045,769Net Income 2023: $373,1002023Revenue 2024: $5,431,890Expenses 2024: $4,304,574Net Income 2024: $1,127,3162024

Highlighted filing

2021

Revenue$4,083,286
Expenses$2,953,995
Net Income$1,129,291
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 15, 2022
Return Version
2020v4.2
Gross Receipts
$4,083,286
Mission and Program Overview

Mission

Planned lifetime assistance network of massachusetts and rhode island (plan of ma and ri) is a non-profit organization that provides planning and trust management services to individuals with special needs throughout massachusetts and rhode island.

The organization provides planning and trust management services for individuals with disabilities to enhance their quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,659,789$20,518,245▼ $4,141,544
Investments Other Securities$12,168,521$17,376,999▲ $5,208,478
Accounts Receivable$3,203,357$2,955,928▼ $247,429
Land, Buildings, and Equipment, Net$39,093$25,244▼ $13,849
Prepaid Expenses and Deferred Charges$17,804$17,549▼ $255
Total Assets$40,108,997$40,914,398▲ $805,401
Other Assets Total$20,433$20,433→ $0
Liabilities
Escrow Account Liability$21,817,884$18,836,636▼ $2,981,248
Accounts Payable and Accrued Expenses$55,212$32,641▼ $22,571
Other Liabilities$14,172$8,836▼ $5,336
Total Liabilities$21,887,268$18,878,113▼ $3,009,155
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,221,729$22,036,285▲ $3,814,556
Total Net Assets Fund Balance$18,221,729$22,036,285▲ $3,814,556
Total Liabilities and Net Assets / Fund Balance$40,108,997$40,914,398▲ $805,401

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,244$60,668$85,912
Other Securities$17,376,999--
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joan McgrathExecutive DirectorFT$173,558$13,668$187,226
Kathy VitelloDirector of OperationsFT$114,083$9,719$123,802
Clare KeatingControllerFT$112,747$7,746$120,493
Lucille CassisDirector of MarketingFT$103,344$69$103,413

Board Members and Trustees

NameTitle
David WizanskyChair
Seth HaberPresident
Charles SilsbyVice President
Carol CovellDirector
David RozensonDirector
Judith ShapiroDirector
Robert LoebDirector
Lawrence HeimlichClerk
Harold FortnaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,612,403
Investment Income
$468,221
Other Revenue
$2,662
Change in Net Assets
$1,129,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,083,286
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,685,265
Total Revenue per Audited Statements
$6,768,551
Total Revenue per Form 990
$4,083,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,516,780
Other Expenses$1,104,337
Grants and Similar Amounts Paid$332,878
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$692,453$325,861-$1,018,314
Fees for Services Management$509,611--$509,611
Current Officers, Directors, Trustees, and Key Employees$195,596$92,045-$287,641
Grants to Domestic Orgs$250,000--$250,000
Fees for Services Other$69,165$64,990-$134,155
Occupancy$83,896$39,480-$123,376
Payroll Taxes$71,101$33,460-$104,561
Fees for Services Legal$88,374$7,316-$95,690
Other Employee Benefits$58,387$27,476-$85,863
Grants to Domestic Individuals$82,878--$82,878
Office Expenses$37,246$17,528-$54,774
Information Technology$36,865$17,348-$54,213
Advertising$30,220$14,221-$44,441
Pension Plan Contributions$13,873$6,528-$20,401
Fees for Services Accounting$12,240$5,760-$18,000
Insurance$11,827$5,565-$17,392
Conferences and Meetings$9,909$4,663-$14,572
Depreciation Depletion$9,417$4,431-$13,848
Other Expenses$2,431$1,994-$4,425
Travel$793$373-$1,166
Total Functional Expenses$2,278,980$675,015$0$2,953,995

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,953,995
Total Expenses per Audited Statements$2,953,995
Total Expenses per Form 990$2,953,995
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Best Buddies of Ma and RiBoston, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$100,000
Special Olympics MassachusettsMarlborogh, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$100,000
Aspergerautism NetworkWatertown, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$25,000
The Carroll Center for the BlindNewton, MA-Community Fund - Grants Are Provided to Disability-related Nonprofit Organizations That Directly Serves People of All Ages With Disabilities Living in Ma And/or Ri.$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$8,836
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Finance committee, executive director and controller review”

Form 990, Part VI, Section B, Line 12C

“Periodically monitors compliance with established policy and requires annual sign offs from board members, officers and key employees.bylaws require disclosure to be made whenever a vote is taken at a meeting.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the executive director is approved by the board.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Planned Lifetime Assistance Network
EIN
23-7159632
Phone
6172445552
Address
50 CABOT STREET SUITE 206, NEEDHAM, MA 02494

Signing Officer

Name
Harold Fortna
Title
Treasurer
Phone
6172445552
Signed
2022-02-15

Organization Details

Principal Officer
Harold Fortna
Formed
1971
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
16
Volunteers
0

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET SUITE 308A, DEDHAM, MA 02026
Preparer
Kristoffer Lane
Phone
6172629898
Supplemental Narrative

Additional Explanations

Form 990, Part XII Line 2C

“No changes from prior year”

Financial Statement Notes

PART IV, LINE 2B:

“When a beneficiary passes away his or her funds are moved into an escrow account. The beneficiary's account goes through a closing process, once closed, plan of ma & ri, inc. Issues a check to disburse the funds to the appropriate parties.”

PART X, LINE 2:

“The organization evaluates tax positions taken or expected to be taken in its tax returns to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalty thereon would be recorded as an expense in the current year financial statements. At june 30, 2021 the organization believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 589 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt082878
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt082878
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0250000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0250000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04083286
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017348
IRS990/InformationTechnologyGrp/ProgramServicesAmt036865
IRS990/InformationTechnologyGrp/TotalAmt054213
IRS990/InsuranceGrp/ManagementAndGeneralAmt05565
IRS990/InsuranceGrp/ProgramServicesAmt011827
IRS990/InsuranceGrp/TotalAmt017392
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0468221
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0468221
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012168521
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017376999
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt060668
IRS990/LandBldgEquipBasisNetGrp/BOYAmt039093
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025244
IRS990/LandBldgEquipCostOrOtherBssAmt085912
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PLANNED LIFETIME ASSISTANCE NETWORK OF MASSACHUSETTS AND RHODE ISLAND (PLAN OF MA AND RI) IS A NON-PROFIT ORGANIZATION THAT PROVIDES PLANNING AND TRUST MANAGEMENT SERVICES TO INDIVIDUALS WITH SPECIAL NEEDS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018221729
IRS990/NetAssetsOrFundBalancesEOYAmt022036285
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02685265
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018221729
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt022036285
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt039480
IRS990/OccupancyGrp/ProgramServicesAmt083896
IRS990/OccupancyGrp/TotalAmt0123376
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017528
IRS990/OfficeExpensesGrp/ProgramServicesAmt037246
IRS990/OfficeExpensesGrp/TotalAmt054774
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020433
IRS990/OtherAssetsTotalGrp/EOYAmt020433
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027476
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt058387
IRS990/OtherEmployeeBenefitsGrp/TotalAmt085863
IRS990/OtherExpensesGrp/Desc0TELEPHONE AND INTERNET
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03477
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12499
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21994
IRS990/OtherExpensesGrp/ProgramServicesAmt07389
IRS990/OtherExpensesGrp/ProgramServicesAmt15309
IRS990/OtherExpensesGrp/ProgramServicesAmt22431
IRS990/OtherExpensesGrp/TotalAmt010866
IRS990/OtherExpensesGrp/TotalAmt17808
IRS990/OtherExpensesGrp/TotalAmt24425
IRS990/OtherLiabilitiesGrp/BOYAmt014172
IRS990/OtherLiabilitiesGrp/EOYAmt08836
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02662
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02662
IRS990/OtherRevenueTotalAmt02662
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0325861
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0692453
IRS990/OtherSalariesAndWagesGrp/TotalAmt01018314
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033460
IRS990/PayrollTaxesGrp/ProgramServicesAmt071101
IRS990/PayrollTaxesGrp/TotalAmt0104561
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06528
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013873
IRS990/PensionPlanContributionsGrp/TotalAmt020401
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017804
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017549
IRS990/PrincipalOfficerNm0HAROLD FORTNA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1REMAINDER FEE
IRS990/ProgramServiceRevenueGrp/Desc2FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01844808
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11575995
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2191600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01844808
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11575995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2191600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0145685
IRS990/PYInvestmentIncomeAmt0541617
IRS990/PYOtherExpensesAmt01110839
IRS990/PYOtherRevenueAmt016342
IRS990/PYProgramServiceRevenueAmt04910555
IRS990/PYRevenuesLessExpensesAmt02924141
IRS990/PYSalariesCompEmpBnftPaidAmt01287849
IRS990/PYTotalExpensesAmt02544373
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05468514
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01129291
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04083286
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01575995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02790083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01891937
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02019986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01495657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09773658
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0470883
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0557959
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0547703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0345757
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0225735
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02148037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02036408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02120472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02036422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02058650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01974599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010226551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0470883
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0557959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0547703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0345757
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0225735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02148037
IRS990ScheduleA/InvestmentIncomeCYPct00.09700
IRS990ScheduleA/InvestmentIncomePYPct00.08840
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90300
IRS990ScheduleA/PublicSupportPY509Pct00.91160
IRS990ScheduleA/PublicSupportTotal509Amt020000209
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03612403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04910555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03928359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04078636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03470256
IRS990ScheduleA/Total509Grp/TotalAmt020000209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04083286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05468514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04476062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04424393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03695991
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022148246
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt011486959
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt021817884
IRS990ScheduleD/DistributionsDuringYearAmt0-14468518
IRS990ScheduleD/EndingBalanceAmt018836325
IRS990ScheduleD/EquipmentGrp/BookValueAmt025244
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060668
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt085912
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02953995
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02685265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08836
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017376999
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$40,914,398
Liabilities
$18,878,113
Net assets
$22,036,285
Revenue
$4,083,286
Expenses
$2,953,995
Net income
$1,129,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.2$16.7$24.5$5.43$4.30$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.2$14.9$21.3$4.42$4.05$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$15.3$19.8$4.82$3.64$1.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$18.9$22.0$4.08$2.95$1.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$21.9$18.2$5.47$2.54$2.92
2019Detailed filing. Detailed filing data is available for this year.$30.7$15.4$15.3$4.48$2.29$2.19
2018Detailed filing. Detailed filing data is available for this year.$35.1$22.1$13.1$4.42$2.22$2.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$14.7$10.6$3.80$2.08$1.72
2015Detailed filing. Detailed filing data is available for this year.$16.8$9.78$7.01$2.91$1.43$1.48
2014Detailed filing. Detailed filing data is available for this year.$11.3$5.63$5.68$2.38$1.18$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$2.21$4.20$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.93$3.02$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$1.02$1.39$0.52